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Addepar

Financial Technology (Fintech) ~260 employees
Founded
--
Employees (Est.)
~260
13 leaders known
Total Funding
$230.0M
Funding Rounds
1
Last Funding
2025-05-13

About Addepar

Addepar is a multi-product software and data platform designed to simplify the management of complex investment portfolios. It empowers investment professionals globally with data, insights, and cutting-edge technology to make smarter investment decisions and drive better outcomes for portfolios.

Products & Services

Investment Portfolio Management Platform:A comprehensive platform for managing even the most complex investment portfolios with data aggregation and insights.
Asset Aggregation Software:Software to aggregate every ownable asset, analyze portfolio data instantly, and create customized, branded reports.
Portfolio Trading and Rebalancing:Tools to align portfolios to targets using aggregated data and rebalance on demand for accounts, households, or entire books of business.
Scenario Modeling and Forecasting:Features to model asset allocations, including illiquid assets, and test hypothetical performance across different scenarios.
Streamlined Billing:Solutions to simplify fee calculation, production, and tracking, with detailed billing summaries and fee calculations.

Specialties

Investment Portfolio Management Asset Aggregation Data Analytics Wealth Management Technology

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Series G
T: -
FT: Series G 		A: 230000000
MR: -
FA: $230 million
FAN: 230000000 		D: 2025-05-13
FD: 2025-05-13 		5 investors
Series G Latest
2025-05-13
$230.0M
5 investors (Pro only)

Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

E

Eric Poirier

Chief Executive Officer

LinkedIn (Pro only)
B

Bob Pisani

Chief Technology Officer

LinkedIn (Pro only)
D

Delisha Grant

VP General Counsel

LinkedIn (Pro only)
E

Eric Daniels

Chief Financial Officer

J

John Wiseman

Chief Revenue Officer

K

Karen Brooks

Chief Information Security Officer

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Recent News

Addepar Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Read more →

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Read more →

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Industries
Financial Technology (Fintech)
Company Size
~260 employees (est.)

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Technology Stack

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